<abstract xmlns="http://www.w3.org/1999/xhtml"><p>This article discusses the critical and complex design decisions associated with transitioning an interviewer-administered survey to a self-administered, postal, web/paper survey. Our approach embeds adaptive, responsive, and tailored (ART) design principles and data visualization during a multi-phased data collection operation to project the outcomes of each phase in preparation for subsequent phases. This requires rapid decision making based upon experimental results using a data visualization system to monitor critical-to-quality (CTQ) metrics and facilitate projections of outcomes from the current phase of data collection to inform the design of the subsequent phase. We describe the objectives of the overall design, the features designed to address these objectives, components of the visual adaptive total design (ATD) system for monitoring quality components and relative costs in real time, and examples of the visualization elements and functionalities that were used in one case study. We also discuss subsequent initiatives to develop an interactive version of the monitoring tool and applications for other studies, including those employing adaptive, responsive, and tailored (ART) designs. Our case study is a series of pilot studies conducted for the Residential Energy Consumption Survey (RECS), sponsored by the U.S. Energy Information Administration (EIA).</p></abstract>

This article discusses the critical and complex design decisions associated with transitioning an interviewer-administered survey to a self-administered, postal, web/paper survey. Our approach embeds adaptive, responsive, and tailored (ART) design principles and data visualization during a multi-phased data collection operation to project the outcomes of each phase in preparation for subsequent phases. This requires rapid decision making based upon experimental results using a data visualization system to monitor critical-to-quality (CTQ) metrics and facilitate projections of outcomes from the current phase of data collection to inform the design of the subsequent phase. We describe the objectives of the overall design, the features designed to address these objectives, components of the visual adaptive total design (ATD) system for monitoring quality components and relative costs in real time, and examples of the visualization elements and functionalities that were used in one case study. We also discuss subsequent initiatives to develop an interactive version of the monitoring tool and applications for other studies, including those employing adaptive, responsive, and tailored (ART) designs. Our case study is a series of pilot studies conducted for the Residential Energy Consumption Survey (RECS), sponsored by the U.S. Energy Information Administration (EIA).

Transitioning a Survey to Self-Administration using Adaptive, Responsive, and Tailored (ART) Design Principles and Data Visualization

Journal of Official Statistics

This work is licensed under the Creative Commons Attribution-NonCommercial-NoDerivatives 3.0 License.

This article discusses the critical and complex design decisions associated with transitioning an interviewer-administered survey to a self-administered,...

Transitioning a Survey to Self-Administration using Adaptive, Responsive, and Tailored (ART) Design Principles and Data Visualization

Published Online: Sep 01, 2018

Page range: 625 - 648

Received: Mar 01, 2016

Accepted: Jun 01, 2018

DOI: https://doi.org/10.2478/jos-2018-0030

Keywords
Responsive design, adaptive design, monitoring, data collection, visualization

© 2018 Joe Murphy et al., published by Sciendo

This work is licensed under the Creative Commons Attribution-NonCommercial-NoDerivatives 3.0 License.

Transitioning a Survey to Self-Administration using Adaptive, Responsive, and Tailored (ART) Design Principles and Data Visualization

Published Online: Sep 01, 2018

Page range: 625 - 648

Received: Mar 01, 2016

Accepted: Jun 01, 2018

DOI: https://doi.org/10.2478/jos-2018-0030

KeywordsResponsive design, adaptive design, monitoring, data collection, visualization

© 2018 Joe Murphy et al., published by Sciendo

This work is licensed under the Creative Commons Attribution-NonCommercial-NoDerivatives 3.0 License.

Keywords
Responsive design, adaptive design, monitoring, data collection, visualization